CIK: 0001720336
申告総資産額
$6.4億
上位200銘柄を表示中（全1343銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 9.77% | — | -19.98% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.97% | — | +4464.16% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.82% | — | -9.29% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.65% | — | +2.40% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 5.87% | — | -5.46% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 5.68% | — | — | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 4.02% | — | — | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.67% | — | +6.12% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.31% | — | -8.74% | |
| 10 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 3.10% | — | +60.67% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.64% | — | -2.32% | |
| 12 | INTF | Ishares International Equity | ETF-その他 | 2.64% | — | -62.57% | |
| 13 | INDA | Ishares Msci India ETF | ETF-その他 | 1.61% | — | -20.56% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.61% | — | -4.03% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.57% | — | — | |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.49% | — | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.43% | — | +17.33% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.01% | — | — | |
| 19 | AAPL | Apple INC | 株式-IT | 0.97% | — | +24.39% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.92% | — | -54.64% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.77% | — | +4.58% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.65% | — | — | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | +50.14% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.64% | — | +1.06% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | +39.08% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | — | -27.65% | |
| 27 | BAC | Bank Of America CORP | 株式-金融 | 0.46% | — | +38.79% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.44% | — | +7.63% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.44% | — | +96.99% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | +183.12% | |
| 31 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.42% | — | -30.10% | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.40% | — | -8.02% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.37% | — | +23.67% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.35% | — | +0.48% | |
| 35 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.33% | — | -72.14% | |
| 36 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.31% | — | +0.24% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.30% | — | +48.70% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.29% | — | -17.34% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.28% | — | +79.84% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.28% | — | +32.69% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | — | -30.39% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.26% | — | -27.70% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.25% | — | +70.90% | |
| 44 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.25% | — | -5.87% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.25% | — | +40.41% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.24% | — | -29.61% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.23% | — | -2.77% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.22% | — | +112.21% | |
| 49 | NOW | Servicenow INC | 株式-IT | 0.21% | — | -16.01% | |
| 50 | JEF | Jefferies Financial Group In | 株式-金融 | 0.21% | — | +0.07% |